Williams Jones Wealth Management, Llc. Energy Sector Spdr Transaction History
Williams Jones Wealth Management, Llc.
- $7.94 Billion
- Q2 2024
A detailed history of Williams Jones Wealth Management, Llc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 5,716 shares of XLE stock, worth $518,555. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,716
Previous 5,914
3.35%
Holding current value
$518,555
Previous $558,000
6.63%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding XLE
# of Institutions
2,064Shares Held
241MCall Options Held
47.3MPut Options Held
75.8M-
Bank Of America Corp Charlotte, NC41.1MShares$3.73 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.07 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$754 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$734 Million0.38% of portfolio